See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,557 | $57,281-78.1% | $86,612-85.5% | $75,163-83.3% |
| Participation rate | 64.0% | 63.2%+0.8pp | 71.7%-7.7pp | 67.2%-3.2pp |
| Annual return | 58.61% | 2670.75%-2612.1pp | 591.07%-532.5pp | 160.62%-102.0pp |
| Employer contribution / active EE | $2,418 | $2,314+4.5% | $3,022-20.0% | $2,670-9.4% |
| Participant deferral / active EE | $3,061 | $3,318-7.7% | $4,438-31.0% | $4,125-25.8% |
| Admin fee / account holder | $571 | $4,112-86.1% | $5,614-89.8% | $5,651-89.9% |